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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$918M
2
Betterment LLC
2
Betterment LLC
New York
$1.68B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$264M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.97B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$778M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
Jane Street
2
Jane Street
New York
$6.17M
3
US Bancorp
3
US Bancorp
Minnesota
$532M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.75B
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
426
Naples Global Advisors
Florida
$3.9M +$223K +2,094 +6%
GFS
427
GYL Financial Synergies
Connecticut
$3.87M -$40K -375 -1%
JBA
428
Johnson Bixby & Associates
Washington
$3.85M -$134K -1,253 -3%
WL
429
WIT LLC
District of Columbia
$3.85M +$1.71M +16 +80%
MWM
430
Mission Wealth Management
California
$3.84M -$759K -7,120 -16%
PIFP
431
Partners in Financial Planning
Virginia
$3.8M +$284K +2,664 +8%
CAWM
432
Capital Advisors Wealth Management
Washington
$3.8M +$158K +1,480 +4%
P
433
&Partners
Tennessee
$3.77M +$2.92M +27,363 +341%
ERIC
434
Eagle Rock Investment Company
Georgia
$3.75M +$30K +282 +0.8%
LPP
435
Life Planning Partners
Florida
$3.73M +$337K +3,164 +10%
Citadel Advisors
436
Citadel Advisors
Florida
$3.71M +$3.71M +34,844 New
W
437
WealthCollab
Washington
$3.71M +$144K +1,352 +4%
IWS
438
Insight Wealth Strategies
California
$3.7M +$305K +2,860 +9%
SFS
439
Sowell Financial Services
Arkansas
$3.7M +$142K +1,330 +4%
TFA
440
Tobias Financial Advisors
Florida
$3.69M – – –
JIC
441
Joel Isaacson & Co
New York
$3.66M +$26.5K +249 +0.7%
AC
442
AIFG Consultants
New York
$3.66M -$40.5K -380 -1%
FI
443
Financial Insights
Washington
$3.65M -$389K -3,650 -10%
PAMG
444
Patton Albertson Miller Group
Tennessee
$3.59M -$24K -225 -0.7%
DA
445
Detalus Advisors
Missouri
$3.59M -$742K -6,963 -17%
KC
446
Kades & Cheifetz
Pennsylvania
$3.59M +$185K +1,734 +5%
IP
447
Investment Partners
Ohio
$3.57M +$179K +1,683 +5%
MMA
448
Miracle Mile Advisors
California
$3.55M -$35.9K -337 -1%
FCI
449
Financial Counselors Inc
Kansas
$3.54M +$261K +2,452 +8%
WTC
450
WhitTier Trust Company
Nevada
$3.54M -$13.7K -129 -0.4%
16 17
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